Melissa Duke Email & Phone Number

With a passion for helping others, Melissa has built strong relationships with clients for more than 14 years. Beginning her career in the financial services industry in 2005, Melissa has valuable and varied experience that enables her to fulfill most account-related needs for our clients. With a back ground in practice management, Melissa is competent and reliable, helping with everything from small tasks to very complex issues. Melissa treats our clients concerns with sensitivity and respect, handling each client’s needs with grace, speed, and integrity. Originally from New Mexico, she studied accounting at Eastern New Mexico University and was a valued member of their varsity volleyball team. She later went on to obtain her Series 7, 66, and Life and Health Insurance licenses. Her focus in the industry began with financial planning and later evolved into practice management with a love for marketing. She takes great pride in creating the “Red Carpet” experience for our clients. She has a key role in coordinating our client events and educational seminars. She also handles the distribution of communication and marketing material, manages our database, and organizes the office’s daily operations. Recently relocated from Arizona, Melissa is happy to call Ponte Vedra her home. Outside of the office, she enjoys spending time with her husband and two boys, fishing, paddle boarding, and many other outdoor activities that Florida has to offer. Already active in the community, she finds time to participate at Gabriel’s House, Pine Castle, and volunteers at her sons’ schools.

Listed skills include Leadership, Series 63, Team Building, Insurance, and 17 others.

• Vice President, Financial Advisor

  Morgan Stanley

  Jun 2017 - Present - Ponte Vedra Beach

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  Eastern New Mexico University

  Accounting